Turn fiduciary excellence into growth
Build, grow, and protect your business with investment tools, data, and educational solutions purpose-built for advisors, enterprises, and the industry ecosystem that supports them.
CLIENT SUPPORT
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EVENTS
Get your AIF® designation, educational webinars, fiduciary essentials, and more
The single, trusted resource for the fiduciary solutions you require
Differentiate your business
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Stand out with respected fiduciary training and designations.
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Leverage data and insights to create compelling investment strategies and proposals.
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Achieve fiduciary compliance with powerful tools, technology, and documented, repeatable processes.
Scale confidently
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Simplify practice workflows to focus on clients and growing AUM.
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Automate data aggregation, investment due diligence, monitoring, benchmarking, and reporting.
Simplify oversight, reduce risk
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Establish a consistent, transparent fiduciary standard of care in sync with industry and regulatory changes.
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Design an objective investment rating system to align products with investors’ goals.
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Strengthen investment due diligence and scoring.
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Implement firm-wide fiduciary programs driven by documented workflows.
Who we serve
Formerly Fi360, Broadridge Fiduciary Governance Solutions provide the essential tools required to help build, grow, and protect your business.
Financial advisors
We equip fiduciary-minded advisors with the education, tools, and insight to implement a prudent, scalable investment process that puts clients’ best interests first.
RIAs, broker-dealers, and bank trusts
Advisor home offices, broker-dealers, and RIAs rely on us to transform retirement plan data into a strategic asset, powering fiduciary oversight, scalable compliance programs, and providing fiduciary resources that strengthen advisor and client relationships.
Asset managers, recordkeepers, and custodians
Asset managers, recordkeepers, trust companies, and custodians count on us to deliver differentiated value through menu analysis, benchmarking, and supporting services for advisors and broker-dealers.
Impact you can measure
Over 25+ years, we’ve continually set the standard for facilitating a fiduciary standard of care, with the numbers to prove our worth.
Client login and support
For support, call us at (844) 394-9960
or email us at fi360support@broadridge.com.
We are available Monday to Friday, 8 am – 8 pm ET.
or email us at fi360support@broadridge.com.
We are available Monday to Friday, 8 am – 8 pm ET.
Frequently asked questions
Over 12,000 advisors hold AIF®, AIFA®, or PPC® designations through Broadridge, making us one of the largest fiduciary education providers. Find available trainings and certifications.
Pricing varies by user type and bundle. Contact us for a customized quote that fits your firm’s needs.
Broadridge empowers advisors and institutions with integrated fiduciary tools, training, and analytics that drive better client outcomes and operational efficiency.
Yes! We offer personalized demos and webinars so you can experience Broadridge fiduciary solutions before subscribing. Request a demo
Fi360 became part of Broadridge in 2019. The acquisition expanded our retirement and workplace solutions, combining Fi360’s fiduciary expertise with Broadridge data, analytics, and technology leadership.
For customer support, please call us at (844) 394-9960 or email us at fi360support@broadridge.com. We are available Monday to Friday, 8 am – 8 pm ET.